Kakao Corp SoTP Valuation - Time To Go Underweight
We believe now is the time to go Underweight on Kakao Corp. Our base case valuation suggests an implied value of 296,066 won per share,...
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Asia Short Interest Weekly: Rising Shorts in HK, Japan and Taiwan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest that could be...
450 Views
PayPal Allows Transactions in Cryptos: Top 5 AsiaPac Crypto-Sensitive Names to Play
Paypal recently announced that it will allow the use of cryptocurrencies on its website. In this insight, we discuss the top 5 Asian companies that...
543 Views
Kakao Corp - Exchangeable Bond Issue (Too High of an Exercise Price)?
We believe that the terms of the EB are not that attractive so we would pass on the deal. The exercise price of the EB (477,225 won), which is more...
373 Views
Asia Short Interest Weekly: JD, Xiaomi, Nihon M&A, Asahi, Toshiba, Kakao, Netmarble, Largan, Novatek
Highlighting changes in short interest across stocks in HK, Japan, Korea and Taiwan to pinpoint stocks/sectors that are being shorted or covered...
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